Getting started
setup
checklist
onboarding
Quick start: set up IEPro for your school
Think of IEPro as your digital front desk. This guide walks you through the essential switches so you can start enrolling families with confidence.
- Open IEPro ▸ Settings and confirm your school name, email, and time zone. These details appear on receipts and schedules.
- Connect payments under IEPro ▸ Payments. Choose Test mode while you practice, then switch to Live when you are ready to charge families.
- Add your public pages (class listings, checkout, and thank-you page) so the links point to the right place on your site.
- Run a test enrollment for a free class to see the full family journey—form, checkout, confirmation email, and calendar invite.
Tip for educators: keep a “staff test” student profile so you can spot-check every flow before you publish new offerings.
Classes
class setup
pricing
requirements
Create a class families will love
Use classes to showcase what you teach and how students will participate. Each class page can include schedule options, materials, and expectations written in your own voice.
- Go to IEPro ▸ Classes and select Add New. Give your class a clear title and a short description parents can skim.
- Set the age or experience range so families know the fit. Add any materials list or prep work in the “What to bring” section.
- Choose a pricing style: per-class drop-in, packs, or weekly subscription. IEPro will match the checkout experience to this choice automatically.
- Use the media area to add photos or videos that show the classroom vibe—this helps families pick with confidence.
Write with families in mind. Clear bullets and examples reduce questions and increase enrollments.
Scheduling
calendar
sessions
makeups
Schedule class times and seasons
IEPro keeps your schedule organized so students land in the right session. You can mix weekly meetings, short camps, and single workshops under the same class.
- From a class, click Add Schedule to pick dates, start time, and duration. IEPro respects your site time zone so families see the correct local time.
- Use recurring weekly sessions for ongoing programs. Add a season end date to close enrollments automatically when the term finishes.
- For one-time events, choose a single date and turn on limit seats if you want to cap attendance.
- Need to adjust a day? Edit the session and update capacity or time—families already enrolled will get the new details on their dashboard.
Educator pro tip: keep a separate schedule for make-up days so you can move students without touching your main roster.
Team
staff
permissions
payouts
Add educators and share responsibilities
Bring your teaching team into IEPro so everyone knows their schedule and payout details. You can limit access to exactly what each person needs.
- Open IEPro ▸ Educators and click Add Educator. Enter their name, email, and phone so families recognize them.
- Assign their role: administrators can manage everything, while educators can update their classes, schedules, and rosters.
- If you use connected payouts, link their Stripe account so earnings route correctly. You can change this later without recreating classes.
- Attach the educator to specific classes. Their name will appear on the class page and in confirmation emails.
Encourage educators to bookmark their dashboard—they can see upcoming sessions, enrollment counts, and notes at a glance.
Families
enrollment
checkout
communication
Guide families through enrollment
IEPro keeps the enrollment flow simple so families feel supported. Use this checklist to mirror what parents experience and keep communication clear.
- Parents pick a class schedule and student, then complete the intake form. Keep questions short and focused on what you truly need.
- Checkout collects payment details or confirms a free seat. Receipts include the schedule, educator, and any special instructions you added.
- After checkout, families land on your thank-you page and receive an email summary. Calendar invites are attached when the schedule includes dates.
- Need to resend details? Open the enrollment in IEPro and click Send confirmation—no need to re-enroll the student.
When schedules change, update the session and resend confirmations so families always have the latest information.
Billing
payments
refunds
reports
Keep payments organized
Families trust you with their payments. This overview explains how IEPro charges, how to issue refunds, and where to find clear records for your books.
- Charges follow the pricing you set on the class: one-time, packs, or weekly subscriptions. Receipts are emailed automatically.
- To refund, open the enrollment, choose Issue refund, and pick the amount. IEPro records the reason so your team sees the history.
- Use IEPro ▸ Reports to download payment summaries by class, educator, or date range—handy for monthly reconciliation.
- If a payment fails, the family sees a friendly message and can try again without losing their spot when capacity allows.
Share the reports with your bookkeeper monthly so payouts, refunds, and enrollments stay aligned.